What is the Task Summary Feature?
The AI Task Summary feature focuses on giving a concise, relevant summary of a task.
It outlines the task’s main idea, the key actions taken, and the current status, allowing you to gain insights without reading through all previous comments.
It will also synthesize the key activities and discussions from the task feed within a specific timeframe. This is particularly helpful for staying up to date on the latest project or team developments without missing critical details.
Enabling Task Summaries
Productive’s AI features must be activated in your organization’s settings. Once activated, the Task Summary feature will be available for all users in your organization.
Using the Task Summary Feature
Navigate to a Task
Open the task for which you’d like an AI-generated summary.
Select "Get up to Speed"
Click on this option to generate a summary. Productive AI will analyze recent comments, status changes, and other updates to generate a concise overview.
Choose a Summary Format
Select one of two formats to view:
Overview
Summarizes the core elements of the task, including title, description, status, due date, and any values in the custom fields.
This format gives a general understanding of the task and its current status.
Detailed Recap
Looks into the task feed to provide a summary or conclusion of all activities within a selected timeframe—7, 14, 30, 90 days, or across all time—detailing who did what and when for a more comprehensive view of task progress over time.
Review the Summary
The generated summary includes hyperlinks (annotations) that open referenced comments or tracked events in a new tab when clicked, allowing easy follow-up on specific details.
Take Action
Discard the Summary if you don’t need it.
Add More Detail for a longer, more in-depth summary.
Copy the Summary for filing or sharing (e.g., paste it into the task feed, add any additional information, and pin it as an overview for all team members involved in the task).
Key Considerations
Verification
Always double-check AI-generated summaries to ensure accuracy, as they are designed to support—not replace—your decision-making.Data Privacy
Productive AI prioritizes data security and does not use customer data to train machine learning models, ensuring complete confidentiality.